EDEN ADVISORY SERVICES, LLC

Overview

Eden Advisory Services, LLC is an independent, owner-operated registered investment adviser structured as an LLC that serves individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and institutional clients, and it also runs educational seminars and workshops. Its business model includes fee arrangements by percentage of assets under management as well as hourly and fixed-fee engagements, and the firm is registered to engage in other financial product sales. Eden is not positioned as an ESG specialist, does not operate as a multi-state adviser, and does not identify as a capital allocator or pension consultant. Its classification and listed activities point to a small, adviser-centric practice focused on hands-on planning and portfolio oversight rather than institutional asset management.

Assets & Accounts

Public Holdings

Investments & Alternatives